This isn't a slide deck. It's a working AI agent that handles credit builder questions, card support, rent reporting, payments, and credit education for Self members.
Ask it anything about credit builder accounts, the Self Visa card, rent reporting, payments, or credit scores. It has real knowledge, real workflows, and real guardrails.
Built around real member scenarios that Self's support team handles every day.
Explains how the CBA works, eligibility, plans, early closure options, and payment reporting to all three credit bureaus.
Covers card eligibility, application, credit limits, fees, lost/stolen card procedures, and credit utilization advice.
Walks members through rent reporting setup, eligible utility bills, bureau reporting timelines, and troubleshooting.
Handles failed payments, bank account changes, refund timelines, autopay setup, and account closure guidance.
Educates members on credit basics, score factors, building tips, and addresses score changes with appropriate context.
Prevents personalized financial advice, blocks competitor recommendations, and protects sensitive member information.
This demo was built from scratch for Self Financial. Real logic for real scenarios.
Pulled Self's product details, credit policies, billing processes, and support guidelines into the AI's knowledge base.
Created member-specific workflows for credit builder, Visa card, rent reporting, payments, and credit education.
Configured safety checks to prevent financial advice, block competitor recommendations, and protect member PII.
Ran 250 simulated member conversations across all workflows at ~83% pass rate.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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